OLVAX
JPMorgan Large Cap Value Fund Class A
Mutual fund
$23.76+0.13 (+0.55%)Close Oct 2, 2026
Feb 18, 1992 – Oct 2, 2026, Dividends reinvested
- Final balance
- $145,061
- CAGR
- +8.03%
- Max drawdown
- −60.15%
- Sharpe ratio
- 0.50
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.65%
- 3M
- +0.35%
- 6M
- +11.02%
- YTD
- +10.39%
- 1Y
- +14.09%
- 3Y
- +17.98%
- 5Y
- +11.11%
- 10Y
- +12.22%
- 15Y
- +13.55%
- 20Y
- +8.95%
- 25Y
- +8.54%
- 30Y
- +8.54%
- Since 1992
- +8.03%
Metrics
Since 1992| Volatility | 19.38% |
|---|---|
| Sortino ratio | 0.70 |
| Calmar ratio | 0.13 |
| Best year, 2013 | +35.71% |
| Worst year, 2008 | −39.19% |
| Positive years | 24 of 33 |
| Longest drawdown | 5.9 years |
Worst drawdowns
Since 1992| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.2% | Jun 2007 | Mar 2009 | Apr 2013 | 5.9 years |
| −44.8% | Feb 2001 | Oct 2002 | Nov 2005 | 4.8 years |
| −43.2% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −25.0% | Jan 2018 | Dec 2018 | Dec 2019 | 1.9 years |
| −19.8% | Jul 1998 | Aug 1998 | Jan 1999 | 6 months |
Annual returns
1992 from Feb 18 · 2026 through Oct 2